GWS
OPTU

Glassman Wealth Services’s Optimum Communications Inc OPTU Stock Holding History

Glassman Wealth Services’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-56
Closed -$192 – 1908
2023
Q1 		$192 Hold
56
– – ﹤0.01% 1810
2022
Q4 		$258 Sell
56
-161
-74% -$791 ﹤0.01% 1738
2022
Q3 		$1K Sell
217
-100
-32% -$958 ﹤0.01% 1330
2022
Q2 		$3K Sell
317
-57
-15% -$597 ﹤0.01% 1112
2022
Q1 		$5K Sell
374
-255
-41% -$3.41K ﹤0.01% 986
2021
Q4 		$10K Buy
629
+532
+548% +$9.02K ﹤0.01% 781
2021
Q3 		$2K Buy
97
+69
+246% +$2.01K ﹤0.01% 1134
2021
Q2 		$1K Buy
28
+4
+17% +$140 ﹤0.01% 1229
2021
Q1 		$1K Buy
24
+3
+14% +$104 ﹤0.01% 1190
2020
Q4 		$1K Hold
21
– – ﹤0.01% 1154
2020
Q3 		$1K Hold
21
– – ﹤0.01% 1089
2020
Q2 		$0 Buy
21
+8
+62% +$196 ﹤0.01% 1215
2020
Q1 		$0 Sell
13
-8
-38% -$209 ﹤0.01% 1128
2019
Q4 		$1K Buy
21
+11
+110% +$304 ﹤0.01% 852
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1043
2019
Q2 		$0 Buy
+10
New +$237 ﹤0.01% 1068

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return